Eagle Wealth Strategies’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Hold |
5,962
| – | – | 0.34% | 35 |
|
|
2025
Q1 | $575K | Hold |
5,962
| – | – | 0.35% | 32 |
|
|
2024
Q4 | $632K | Buy |
5,962
+62
| +1% | +$6.58K | 0.46% | 31 |
|
|
2024
Q3 | $638K | Sell |
5,900
-216
| -4% | -$23.4K | 0.47% | 29 |
|
|
2024
Q2 | $601K | Sell |
6,116
-186
| -3% | -$18.3K | 0.49% | 27 |
|
|
2024
Q1 | $633K | Sell |
6,302
-148,285
| -96% | -$14.9M | 0.51% | 24 |
|
|
2023
Q4 | $15.3M | Buy |
+154,587
| New | +$15.3M | 9.25% | 4 |
|